In a recent PLANADVISER article, titled Hub Projects Compliance, Due Diligence, Well-Being Will Be Essential to Plan Success in 2025, Jim O’Shaughnessy discusses HUB’s 2025 Outlook report and what the predicted trends mean for employers and advisors. HUB’s 2025...
Four HUB RPW members have been recognized in PLANADVISER’s inaugural list of Emerging Leaders. We are proud to celebrate: Cameron Heger – Retirement Plan Advisor (Rockville, MD) Bri Ikerd – Retirement Plan Education Consultant Manager & Wealth...
14 HUB RPW members have been recognized by NAPA as 2024 Top Women of Excellence. We are proud to celebrate: Captains: Focused on growth of the organization and business. They are principals, leaders, owners and producing advisors. Kristi Baker, Indianapolis, IN Kim...
In the recent article titled Addressing Financial Wellness of Hourly QSR Workers HUB’s Matt Escalante and Chris Jamail addressed how financial insecurity in hourly employees is costing companies more than they realize. This article explores how employee financial...
In a recent Nuveen article titled Amplifying Advisor Voices with Social Media, Alex Assaley, managing director of retirement plans in the HUB Bethesda office, shared his thoughts and experiences on using social media to connect with prospects and clients. He discusses...
